Hitachi, Ltd. (6501) Earnings Call Transcripts

Hitachi, Ltd.'s Latest Earnings Call - June 10, 2026

In the fiscal year 2025, Hitachi, Ltd. reported robust growth, achieving record highs in profit, core free cash flow, and return on invested capital (ROIC). Revenue reached JPY 10 trillion, exceeding expectations, while earnings per share (EPS) grew by 32% year-on-year. Management emphasized the significant growth potential driven by AI and the expansion of the Lumada business, with a notable backlog increase of 24% to JPY 21 trillion, which provides a solid foundation for future revenue. The company maintained its guidance for fiscal year 2026, projecting continued revenue and margin improvements, driven by disciplined capital allocation and operational efficiencies.

Reported metrics

Guidance from management

Management maintained its guidance for fiscal year 2026, projecting continued revenue and margin improvements, with EPS expected to grow at a CAGR of 19%. They emphasized a disciplined approach to capital allocation and shareholder returns.

What management said

[Interpreted] Yasui-san, thank you for your question. So as you pointed out, the data center demand is expanding so rapidly. So the last month, when I met with the U.S. investors, the data center area was their interest. What kind of revenue you are generating, what kind of products and services you can provide? Those questions were received a lot. And actually, Andreas prepared this slide and only talking about data...

These are different things what we are exploring. For our data center customers, of course, there's a ratio between CapEx and OpEx is essential as well. If you build a data center, you are spending CapEx. So what we are offering as well in the discussion with customers is that we are able to do leasing or renting our equipment. So it means that you pay by the hour, like in the gas turbine business for jets, power by ...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical risks and the rapid evolution of AI on Hitachi's business model. There were also questions about the scalability of HMAX and how the company plans to maintain its competitive edge in the evolving digital landscape.

Main topics on the call

• AI as a Growth Opportunity — Management emphasized that AI is not a threat but rather a 'greatest opportunity to discontinuously accelerate Hitachi's growth.' The company is leveraging AI in energy, mobility, and industry sectors to enhance producti...
• Record Backlog Growth — Hitachi's backlog increased by 24% year-on-year to JPY 21 trillion, which management described as a 'solid revenue foundation for sustainable growth.' This backlog is expected to support future revenue generation signifi...
• Strong Financial Performance — Hitachi achieved record highs in profit and core free cash flow, with EPS growing by 32% year-on-year. The company reported revenues of JPY 10 trillion, exceeding expectations.
• Capital Allocation Strategy — Management reiterated a disciplined approach to capital allocation, focusing on growth investments in high-potential areas such as AI and digital services while maintaining strong shareholder returns.

Read the full Hitachi, Ltd. transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 43 Hitachi, Ltd. earnings call transcripts on record, spanning January 31, 2020 to July 29, 2026. Based on this history, Hitachi, Ltd. reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

6501

Exchange

TSE

Country

JP

Sector

Industrials

Industry

Industrial Conglomerates

Calls on record

43

First call

January 31, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly